Jennifer A. Sweeney, AIF®
Client Services & Operations Manager
Jen is the Client Services & Operations Manager at GGM Wealth Advisors, an independent SEC Registered Investment Advisor (RIA). She is dedicated to establishing an atmosphere of trust and transparency as she regularly communicates with clients about their account transactions, inquiries, and service related issues. Working closely with the GGM team, Jen coordinates the onboarding process, initiates and monitors account transfers, and manages the daily account maintenance tasks. She strives to deliver a friendly and easy-to-understand point of contact for clients while upholding GGM’s core values of honesty, integrity, and excellence.
Jen has over 15 years of financial services industry experience working for Baltimore area accounting and wealth management firms supporting both financial advisors and CPAs. Her prior responsibilities included all administrative related functions, maintaining a client relationship management system, and organizing client appreciation events.
As a graduate of Towson University, Jen holds a bachelor’s degree in art history. She currently holds a Series 66, and Maryland Life & Health Producer license. In her free time, Jen enjoys watching NFL games, attending concerts, and bike riding.
1801 Porter Street, Suite 500
Baltimore, MD 21230
3877 Fairfax Ridge Road, Suite 200N
Fairfax, VA 22030